SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Delphi Automotive Systems (DPH)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JakeStraw who wrote (133)1/19/2000 12:15:00 PM
From: Dan B.  Read Replies (1) of 397
 
I just watched the CEO on CNBC. She gave him a golden opportunity. He actually did good. Quaint, shall we say? When asked about his thoughts on earnings growth in the future he twice repeated 10% before sneaking in that 20% is expected in the "new" businesses(which if I recall are quite promising and expected to become at least 50% of Rev's over time). Of course, he just beat estimates...and he's as conservative as could be. Nice. And he went on and on with good news in general- all aspects of the year-ago announced plan when they went public are significantly ahead of schedule. Given current earnings, P.E. should soon become about 10 and less if the price didn't move. Nice. The P.E. needs to stay closer to 16, IMO. Based on foward P.E., that'd be 60% increase in stock price from here, fair value, perhaps, now. Is that conseverative enough? Had to get a little.

Dan B
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News